See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,059 | $117,983+12.8% | $101,794+30.7% | $142,382-6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.49% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $11,581 | $2,773+317.7% | $2,289+405.9% | $4,299+169.4% |
| Participant deferral / active EE | $13,625 | $4,714+189.1% | $4,084+233.6% | $6,507+109.4% |
| Admin fee / account holder | $1,456 | $10,433-86.0% | $8,777-83.4% | $12,624-88.5% |